It seems to me that Combs is a bit of "Jack of all trades" . At one point he was also the main BRK man in the "Health care project JV with Amazon and JPM". He is either a superman or ...tries desperately to find a role for himself at Berkshire. Perhaps Warren got it slightly wrong on this one.
It seems to me that Combs is a bit of "Jack of all trades" . At one point he was also the main BRK man in the "Health care project JV with Amazon and JPM". He is either a superman or ...tries desperately to find a role for himself at Berkshire. Perhaps Warren got it slightly wrong on this one.
With Joe Brandon returning to Berkshire, perhaps some of the burden of overseeing GEICO can be assigned to Brandon allowing Combs to return to a portfolio management role.
Good point. Still Allegheny is not focused on the Auto Insurance Market and I suspect the Brandon is more likely to take over from Ajit. The few times I saw Ajit on video, I had the impression, perhaps wrongly so, that he was not very well or in great shape.
It seems to me that Combs is a bit of "Jack of all trades" . At one point he was also the main BRK man in the "Health care project JV with Amazon and JPM". He is either a superman or ...tries desperately to find a role for himself at Berkshire. Perhaps Warren got it slightly wrong on this one.
With Joe Brandon returning to Berkshire, perhaps some of the burden of overseeing GEICO can be assigned to Brandon allowing Combs to return to a portfolio management role.
Kingswell wrote about this today: https://kingswell.substack.com/p/joe-brandons-triumphant-return-to
Good point. Still Allegheny is not focused on the Auto Insurance Market and I suspect the Brandon is more likely to take over from Ajit. The few times I saw Ajit on video, I had the impression, perhaps wrongly so, that he was not very well or in great shape.
He seemed fine at the latest annual meeting. In general we need to see Jain and Abel get more airtime during the meetings.